IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,805 hedge funds and large institutions have $38.1B invested in iShares S&P 500 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 651 increasing their positions, 699 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,805
Holders Change
-42
Holders Change %
-2.27%
% of All Funds
24.51%
Holding in Top 10
187
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.95%
% of All Funds
2.54%
New
103
Increased
651
Reduced
699
Closed
102
Calls
$18.5M
Puts
$11.6M
Net Calls
+$6.92M
Net Calls Change
-$2.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$218M
2
SW
SoFi Wealth
California
+$168M
3
LPL Financial
LPL Financial
California
+$91.8M
4
PRS
Pinkerton Retirement Specialists
Idaho
+$69.4M
5
FDP
Financiere des Professionnels
Quebec, Canada
+$65.9M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$309M
2
HNB
Huntington National Bank
Ohio
-$270M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$129M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$128M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$99.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
676
Bailard
California
$2.13M -$185K -1,988 -8%
O3W
677
Omni 360 Wealth
New Jersey
$2.12M +$16.1K +173 +0.8%
CWM
678
CCG Wealth Management
California
$2.11M -$2.6K -28 -0.1%
AA
679
Armis Advisers
Georgia
$2.11M -$537K -5,785 -20%
Bessemer Group
680
Bessemer Group
New Jersey
$2.1M +$8.63K +93 +0.4%
AA
681
Alesco Advisors
New York
$2.1M -$9.75K -105 -0.5%
AIS
682
American Investment Services
Massachusetts
$2.1M -$55.5K -598 -3%
AF
683
Alerus Financial
North Dakota
$2.09M – – –
MCC
684
Money Concepts Capital
Florida
$2.06M -$408K -4,399 -17%
CWC
685
Carolinas Wealth Consulting
North Carolina
$2.04M +$1.86K +20 +0.1%
OA
686
Operose Advisors
Wisconsin
$2.03M -$20.7K -223 -1%
FFM
687
Forum Financial Management
Illinois
$2.02M -$4.64K -50 -0.2%
YWM
688
Yukon Wealth Management
Kansas
$2.01M +$2.01M +21,655 New
EAM
689
Evanson Asset Management
California
$1.99M -$610K -6,575 -23%
B
690
Bensler
Washington
$1.97M +$129K +1,393 +7%
FPW
691
Fairvoy Private Wealth
Alabama
$1.96M -$193K -2,075 -9%
MA
692
MBA Advisors
Pennsylvania
$1.96M -$133K -1,433 -6%
KWA
693
Kingswood Wealth Advisors
California
$1.96M +$323K +3,472 +20%
HIS
694
Harvest Investment Services
Illinois
$1.94M -$19.3K -208 -1%
MWA
695
Merkkuri Wealth Advisors
New York
$1.94M +$129K +1,394 +7%
SP
696
Stablepoint Partners
Massachusetts
$1.94M -$50.9K -548 -3%
MHC
697
May Hill Capital
Massachusetts
$1.94M +$1.5M +16,108 +337%
WAP
698
Wealthcare Advisory Partners
Pennsylvania
$1.94M -$54.3K -585 -3%
APC
699
Aspire Private Capital
North Carolina
$1.92M +$323K +3,480 +20%
IAIM
700
International Assets Investment Management
Florida
$1.92M +$181K +1,951 +10%
26 27
28
29 30